The retirement you've earned

It all begins with a plan

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mario Lepore II Profile Photo

    Mario Lepore II, CRPS

    First Vice President–Wealth Management

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • IN
    • MI
    • NC
    • NM
    • NY
    • OH
    • SC
    • TN
    • TX
    • WI

        • Senior Retirement Plan Consultant
        325 N. Old Woodward Ave
        Suite 200
        Birmingham, MI 48009
        mario.lepore@ubs.com
        Mario Lepore II, CRPS
        325 N. Old Woodward Ave,Birmingham,MI,48009
      • Heather Brown Profile Photo

        Heather Brown

        Client Associate

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                Home Worker MI
                Home Worker MI, MI 000
                heather.a.brown@ubs.com
                Heather Brown
                Home Worker MI,Home Worker MI,MI,000
              Three generations in apple orchard

              Turn possibilities into a plan

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              A leading global wealth manager

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              The first 100 days

              Is your portfolio ready?

              In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

              We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

              A leader in wealth management

              Backed by the strength of our parent company, UBS AG

              $5.9+ trn

              UBS Group invested assets
              As of 06/30/2024

              51 countries

              Our global footprint

              Global leader

              UBS is a leading and truly global wealth manager

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